PROFESIONALLY MANAGED PORTFO (CAFX) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling CAFX?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for PROFESIONALLY MANAGED PORTFO, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on CAFX?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for PROFESIONALLY MANAGED PORTFO.

Is institutional money flowing into CAFX?

12 institutional investors hold PROFESIONALLY MANAGED PORTFO (CAFX). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about CAFX?

Track institutional sentiment and conviction scores for PROFESIONALLY MANAGED PORTFO (CAFX) including Smart Money Verdict and position changes on HoldingsIntel.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Decreased	2.6M(-1.8%)	$64M	0.0%	+4.89%	0
OSAIC HOLDINGS, INC.	Decreased	957,005(-66.4%)	$23.7M	0.0%	-0.15%	0
Envestnet Portfolio Solutions, Inc.	Increased	834,102(+3.4%)	$20.7M	0.1%	+2.89%	35
MML INVESTORS SERVICES, LLC	Decreased	352,556(-4.0%)	$8.7M	0.0%	+3.75%	0
TRUIST FINANCIAL CORP	Decreased	155,417(-20.3%)	$3.9M	0.0%	+3.75%	0
JANE STREET GROUP, LLC	Increased	101,139(+55.1%)	$2.5M	0.0%	-0.52%	37
CITADEL ADVISORS LLC	Increased	99,988(+91.8%)	$2.5M	0.0%	-0.24%	41
COMMONWEALTH EQUITY SERVICES, LLC	New	96,020	$2.4M	0.0%	-1.71%	36
Kestra Advisory Services, LLC	Decreased	25,308(-56.0%)	$627,771	0.0%	+4.35%	0
GOLDMAN SACHS GROUP INC	Decreased	19,627(-77.2%)	$486,848	0.0%	-0.12%	0
JIJOHNSON INVESTMENT COUNSEL INC	New	17,400	$431,607	0.0%	-1.71%	33
UBS Group AG	Decreased	176(-22.5%)	$4,366	0.0%	-0.12%	0
$US BANCORP \DE\$ US BANCORP \DE\	Exited	0(-100.0%)	$81,699	0.0%	+6.47%	0
Allworth Financial LP	Exited	0(-100.0%)	$36,272	0.0%	+0.44%	0
ROYAL BANK OF CANADA	Exited	0(-100.0%)	$80,000	0.0%	+0.44%	0
Cetera Investment Advisers	Exited	0(-100.0%)	$635,654	0.0%	+0.44%	0
LPL Financial LLC	Exited	0(-100.0%)	$521,638	0.0%	+3.20%	0

PROFESIONALLY MANAGED PORTFO

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PROFESIONALLY MANAGED PORTFO

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